FAQ : SBI Contra Fund - Regular Plan - Growth

SBI Contra Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 45.09 32.99 25.96 15.21
Average Rolling Returns(%) 20.44 16.40 12.29 11.66

The Current NAV of SBI Contra Fund - Regular Plan - Growth is ₹337.32.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 100 returns, as Funds portfolio is significantly different.

SBI Contra Fund - Regular Plan - Growth fund’s expense ratio is 1.65%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Contra Fund - Regular Plan - Growth is currently ₹23,572 Crores.

The Top three stocks are HDFC Bank, GAIL India and SBI and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% of fund’s portfolio respectively.

Top three sectors of SBI Contra Fund - Regular Plan - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 45% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Contra Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Contra Fund - Regular Plan - Growth Fund is Equity - Contra Fund.

Dinesh Balachandran and Mohit Jain manage the SBI Contra Fund - Regular Plan - Growth Fund.

SBI Contra Fund - Regular Plan - Growth current PE ratio is 32.75 and PB ratio is 4.73

The asset allocation of SBI Contra Fund - Regular Plan - Growth is Stocks : 85.34%, Debt : 13.61% and Gold : 1.03%

The minimum SIP amount for SBI Contra Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Contra Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year

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